Reliant Investment Partners, LLC
13F Reported Value
ⓘ$147.0M
Holdings
126
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Reliant Investment Partners, LLC disclosed 126 positions worth $147.0M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 11.5% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 5 — including a new stake in $MRVL and a full exit from $NRG. The portfolio is most concentrated in Technology (36.9% of disclosed assets). All figures are sourced directly from Reliant Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2069207.
AI Fund Analysis
Diversifying
$NVDA
$DUK
$TFC
$AAPL
$PM
$IVZ
$MRK
$GEVSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$16.9M84,617 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$8.0M11,661 sh- 56.4#1,166
Quality
$7.9M62,256 sh - 76.4
Quality
$7.4M148,329 sh - 76.4
Quality
$5.8M20,173 sh FIDELITY COVINGTON TRUST - MSCI INFO TECH I
—Quality
$4.7M16,554 sh- 87.5
Quality
$3.7M3,098 sh - 78.6
Quality
$3.7M12,121 sh - 67.7
Quality
$3.5M4,572 sh - 60.8
Quality
$3.0M13,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 85.9#5 | $16.9M | 84,617 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $8.0M | 11,661 |
| Duke Energy CORP$DUK | 56.4#1,166 | $7.9M | 62,256 |
| TRUIST FINANCIAL CORP$TFC | 76.4 | $7.4M | 148,329 |
| Apple Inc.$AAPL | 76.4 | $5.8M | 20,173 |
| FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $4.7M | 16,554 |
 ELI LILLY & Co$LLY | 87.5 | $3.7M | 3,098 |
 KLA CORP$KLAC | 78.6 | $3.7M | 12,121 |
 CrowdStrike Holdings, Inc.$CRWD | 67.7 | $3.5M | 4,572 |
 LOWES COMPANIES INC$LOW | 60.8 | $3.0M | 13,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Reliant Investment Partners, LLC's 126 positions.
Showing top 10 of 126 holdings.
Sector Allocation
Technology
$54.2M
Other
$26.9M
Financials
$20.2M
Healthcare
$10.6M
Utilities
$9.5M
Industrials
$8.3M
Consumer Discretionary
$8.3M
Energy
$4.5M
Full Holdings — Reliant Investment Partners, LLC (Q2 2026)
All 126 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $16.9M | 11.5% | -0% | 85.9 |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.0M | 5.5% | +4% | — |
| 3 | $DUK | Duke Energy CORP | $7.9M | 5.4% | +4% | 56.4 |
| 4 | $TFC | TRUIST FINANCIAL CORP | $7.4M | 5.0% | -4% | 76.4 |
| 5 | $AAPL | Apple Inc. | $5.8M | 4.0% | -1% | 76.4 |
| 6 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $4.7M | 3.2% | -4% | — |
| 7 | $LLY | ELI LILLY & Co | $3.7M | 2.5% | -1% | 87.5 |
| 8 | $KLAC | KLA CORP | $3.7M | 2.5% | +908% | 78.6 |
| 9 | $CRWD | CrowdStrike Holdings, Inc. | $3.5M | 2.4% | +2% | 67.7 |
| 10 | $LOW | LOWES COMPANIES INC | $3.0M | 2.1% | -0% | 60.8 |
| 11 |  $APP | AppLovin Corp | $2.9M | 2.0% | -1% | 84.4 |
| 12 | $IVZ | Invesco Ltd. | $2.9M | 1.9% | -0% | — |
| 13 |  $MSFT | MICROSOFT CORP | $2.9M | 1.9% | -1% | 79.8 |
| 14 |  $AMZN | AMAZON COM INC | $2.8M | 1.9% | +1% | 68.7 |
| 15 |  $VRT | Vertiv Holdings Co | $2.3M | 1.6% | +110% | 81 |
| 16 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.2M | 1.5% | +288% | — |
| 17 |  $CAT | CATERPILLAR INC | $2.1M | 1.5% | +2% | 66.5 |
| 18 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $2.0M | 1.4% | +321% | — |
| 19 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 1.3% | +14% | 86.2 |
| 20 |  $ABBV | AbbVie Inc. | $1.8M | 1.2% | -2% | 72.6 |
| 21 |  $XOM.R34088 | EXXON MOBIL CORP | $1.7M | 1.2% | +2% | 57.9 |
| 22 | $IVZ | Invesco Ltd. | $1.6M | 1.1% | +5% | — |
| 23 |  $CSX | CSX CORP | $1.6M | 1.1% | -0% | 65.2 |
| 24 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 1.1% | -0% | — |
| 25 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $1.4M | 1.0% | -1% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.8% | -1% | 73.8 |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.8% | +0% | 70.3 |
| 28 |  $GOOGL | Alphabet Inc. | $1.1M | 0.8% | +0% | 78.2 |
| 29 | $MRK | Merck & Co., Inc. | $1.1M | 0.8% | +0% | 59.9 |
| 30 |  $ROAD | Construction Partners, Inc. | $1.1M | 0.8% | +0% | 67.4 |
| 31 |  $MTZ | MASTEC INC | $1.1M | 0.8% | +4% | 58.8 |
| 32 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.7% | +1% | 69 |
| 33 |  $TSLA | Tesla, Inc. | $1.1M | 0.7% | +1% | 53.9 |
| 34 |  $GLD | SPDR GOLD TRUST | $1.0M | 0.7% | -3% | — |
| 35 |  $SNOW | Snowflake Inc. | $993,822 | 0.7% | +2% | 54.9 |
| 36 |  $USFD | US Foods Holding Corp. | $992,336 | 0.7% | +0% | 58.4 |
| 37 |  $GE | GENERAL ELECTRIC CO | $973,414 | 0.7% | -0% | 73.8 |
| 38 | — | SPDR SERIES TRUST - STATE STREET SPD | $922,213 | 0.6% | +0% | — |
| 39 |  $MA | Mastercard Inc | $875,688 | 0.6% | -13% | 85.1 |
| 40 |  $ANET | Arista Networks, Inc. | $835,810 | 0.6% | +8% | 81.9 |
| 41 |  $AVGO | Broadcom Inc. | $831,428 | 0.6% | +0% | 84.5 |
| 42 |  $PH | Parker-Hannifin Corp | $814,774 | 0.6% | -1% | 65.8 |
| 43 | $IVZ | Invesco Ltd. | $808,672 | 0.6% | -3% | — |
| 44 |  $WDC | WESTERN DIGITAL CORP | $769,019 | 0.5% | +13% | 80.7 |
| 45 |  $VZ | VERIZON COMMUNICATIONS INC | $766,266 | 0.5% | -0% | 65.8 |
| 46 | $GEV | GE Vernova Inc. | $753,197 | 0.5% | +4% | 81.1 |
| 47 |  $STX | Seagate Technology Holdings plc | $748,840 | 0.5% | +17% | — |
| 48 |  $MIRM | Mirum Pharmaceuticals, Inc. | $699,493 | 0.5% | +0% | 35 |
| 49 |  $PFE | PFIZER INC | $685,004 | 0.5% | +1% | 62 |
| 50 | — | ISHARES TR - CORE S&P500 ETF | $684,485 | 0.5% | +5% | — |
| 51 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $681,970 | 0.5% | +2% | — |
| 52 |  $META | Meta Platforms, Inc. | $641,587 | 0.4% | -0% | 79.6 |
| 53 |  $MO | ALTRIA GROUP, INC. | $639,475 | 0.4% | -7% | 67.4 |
| 54 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $632,434 | 0.4% | -1% | — |
| 55 |  $CVS | CVS HEALTH Corp | $620,700 | 0.4% | +0% | 59.4 |
| 56 |  $PLTR | Palantir Technologies Inc. | $618,234 | 0.4% | -26% | 84.6 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $600,978 | 0.4% | -1% | 70.7 |
| 58 |  $SO | SOUTHERN CO | $563,833 | 0.4% | -1% | 62 |
| 59 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $560,058 | 0.4% | -1% | — |
| 60 |  $NEE | NEXTERA ENERGY INC | $559,593 | 0.4% | +0% | 64.6 |
| 61 |  $MRVL | Marvell Technology, Inc. | $558,255 | 0.4% | NEW | 76.5 |
| 62 |  $CIEN | CIENA CORP | $535,201 | 0.4% | +8% | 72.9 |
| 63 |  $FIX | COMFORT SYSTEMS USA INC | $527,199 | 0.4% | +10% | 77.7 |
| 64 |  $CVX | CHEVRON CORP | $512,116 | 0.3% | +2% | 62.8 |
| 65 | $IVZ | Invesco Ltd. | $509,229 | 0.3% | +11% | — |
| 66 | — | ISHARES TR - CR 5 10 YR ETF | $492,987 | 0.3% | +1% | — |
| 67 | — | SELECT SECTOR SPDR TR - STATE STREET UTI | $487,813 | 0.3% | -6% | — |
| 68 |  $WM | WASTE MANAGEMENT INC | $463,813 | 0.3% | -1% | 67.6 |
| 69 |  $ABT | ABBOTT LABORATORIES | $450,070 | 0.3% | -0% | 65.5 |
| 70 |  $UNP | UNION PACIFIC CORP | $439,280 | 0.3% | -8% | 69.7 |
| 71 |  $PNFP | Pinnacle Financial Partners, Inc. | $433,784 | 0.3% | NEW | 54.5 |
| 72 | $META | Meta Platforms, Inc. | $427,336 | 0.3% | -2% | 79.6 |
| 73 | $PM | Philip Morris International Inc. | $418,362 | 0.3% | +0% | 75.9 |
| 74 |  $HD | HOME DEPOT, INC. | $416,515 | 0.3% | +0% | 60.3 |
| 75 |  $WT | WisdomTree, Inc. | $403,383 | 0.3% | -0% | 59.9 |
| 76 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $402,679 | 0.3% | -1% | — |
| 77 |  $INTC | INTEL CORP | $402,553 | 0.3% | NEW | 45.6 |
| 78 |  $SNDK | Sandisk Corp | $397,903 | 0.3% | NEW | 87.7 |
| 79 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $391,605 | 0.3% | +0% | — |
| 80 |  $CB | Chubb Ltd | $381,629 | 0.3% | -1% | — |
| 81 |  $T | AT&T INC. | $381,441 | 0.3% | -5% | 65.7 |
| 82 |  $PWR | QUANTA SERVICES, INC. | $368,660 | 0.3% | +14% | 72.1 |
| 83 |  $SPY | SPDR S&P 500 ETF TRUST | $355,463 | 0.2% | +0% | — |
| 84 |  $PG | PROCTER & GAMBLE Co | $355,015 | 0.2% | +0% | 64.6 |
| 85 |  $SLB | SLB LIMITED/NV | $354,486 | 0.2% | -1% | 57.9 |
| 86 | — | ISHARES TR - IBOXX INV CP ETF | $337,135 | 0.2% | +0% | — |
| 87 |  $SBUX | STARBUCKS CORP | $335,694 | 0.2% | +0% | 58.2 |
| 88 |  $HWM | Howmet Aerospace Inc. | $334,193 | 0.2% | +1% | 73.9 |
| 89 |  $ENB | ENBRIDGE INC | $333,492 | 0.2% | -28% | 66.7 |
| 90 |  $KO | COCA COLA CO | $332,228 | 0.2% | -1% | 69.5 |
| 91 |  $SLV | iShares Silver Trust | $328,252 | 0.2% | -2% | — |
| 92 |  $O | REALTY INCOME CORP | $320,949 | 0.2% | +1% | 73.7 |
| 93 | $IVZ | Invesco Ltd. | $315,733 | 0.2% | -0% | — |
| 94 |  $AMD | ADVANCED MICRO DEVICES INC | $314,272 | 0.2% | NEW | 79.8 |
| 95 |  $AMAT | APPLIED MATERIALS INC /DE | $307,998 | 0.2% | NEW | 72.3 |
| 96 |  $GLW | CORNING INC /NY | $307,793 | 0.2% | NEW | 73.7 |
| 97 |  $MPC | Marathon Petroleum Corp | $278,425 | 0.2% | +0% | 61 |
| 98 |  $SHOP | SHOPIFY INC. | $270,036 | 0.2% | +0% | 64.9 |
| 99 |  $RY | ROYAL BANK OF CANADA | $268,026 | 0.2% | +0% | 74.8 |
| 100 | — | BNY MELLON ETF TRUST - GLOBAL INFRASCTR | $262,175 | 0.2% | +12% | — |
| 101 |  $DLR | DIGITAL REALTY TRUST, INC. | $253,747 | 0.2% | -2% | 72.8 |
| 102 | — | TIDAL TRUST I - SOFI ENHANCED YL | $249,814 | 0.2% | NEW | — |
| 103 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $248,378 | 0.2% | NEW | — |
| 104 |  $PEP | PEPSICO INC | $245,886 | 0.2% | +0% | 63.4 |
| 105 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $245,294 | 0.2% | +0% | 55.2 |
| 106 |  $ARES | Ares Management Corp | $245,216 | 0.2% | +0% | 60.9 |
| 107 |  $AFL | AFLAC INC | $243,646 | 0.2% | -1% | 61.3 |
| 108 |  $ARCC | ARES CAPITAL CORP | $240,988 | 0.2% | +9% | — |
| 109 |  $TGT | TARGET CORP | $240,322 | 0.2% | +3% | 60.7 |
| 110 | — | VANGUARD INDEX FDS - GROWTH ETF | $239,641 | 0.2% | NEW | — |
| 111 | — | ISHARES TR - MSCI EAFE ETF | $238,197 | 0.2% | +0% | — |
| 112 |  $TER | TERADYNE, INC | $234,662 | 0.2% | NEW | 77.3 |
| 113 |  $FTNT | Fortinet, Inc. | $233,810 | 0.2% | NEW | 80.1 |
| 114 |  $DE | DEERE & CO | $229,627 | 0.2% | +0% | 55.4 |
| 115 | $IVZ | Invesco Ltd. | $225,971 | 0.1% | NEW | — |
| 116 |  $RPM | RPM INTERNATIONAL INC/DE/ | $224,968 | 0.1% | +0% | 59.6 |
| 117 |  $AMGN | AMGEN INC | $220,531 | 0.1% | +2% | 79.2 |
| 118 |  $GOOG | Alphabet Inc. | $212,993 | 0.1% | NEW | 78.2 |
| 119 |  $BROS | Dutch Bros Inc. | $212,558 | 0.1% | NEW | 63.6 |
| 120 | — | VANGUARD INDEX FDS - SMALL CP ETF | $212,487 | 0.1% | NEW | — |
| 121 |  $BMY | BRISTOL MYERS SQUIBB CO | $211,523 | 0.1% | -3% | 70.4 |
| 122 |  $BX | Blackstone Inc. | $209,570 | 0.1% | -20% | 74.4 |
| 123 |  $JBL | JABIL INC | $202,377 | 0.1% | NEW | 57.4 |
| 124 |  $ET | Energy Transfer LP | $201,387 | 0.1% | NEW | 64.4 |
| 125 |  $SAN | Banco Santander, S.A. | $165,973 | 0.1% | +0% | — |
| 126 |  $OXSQ | Oxford Square Capital Corp. | $17,770 | 0.0% | +7% | — |
New Positions (16)
$MRVL Marvell Technology, Inc.$558,255$PNFP Pinnacle Financial Partners, Inc.$433,784$INTC INTEL CORP$402,553$SNDK Sandisk Corp$397,903$AMD ADVANCED MICRO DEVICES INC$314,272$AMAT APPLIED MATERIALS INC /DE$307,998$GLW CORNING INC /NY$307,793$TER TERADYNE, INC$234,662$FTNT Fortinet, Inc.$233,810$BROS Dutch Bros Inc.$212,558$JBL JABIL INC$202,377
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